Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
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Charles Lill

Fitzroy,VIC

Summary

Dedicated and accomplished Senior Associate at Evans and Partners. Skilled in collaborating with Financial Advisers to engage both retail and wholesale clients. Proficient in delivering personalised investment advice, constructing portfolios, and executing trades across platforms such as HUB24, XPlore, IRESS, and NETX360. Proven expertise in optimising back-office functions, cash accounts, and seamless client onboarding. Aspiring to become a trusted Investment Adviser, committed to the firm's vision of providing bespoke financial solutions. Interested in opportunities to leverage expertise in financial planning and capital markets to drive success in a dynamic professional environment.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Senior Associate

Evans And Partners
10.2021 - Current
  • Collaborate with Financial Advisers to engage clients, execute trades, and manage back-office functions.
  • Execute domestic and international trades efficiently using platforms such as HUB24, XPlore, IRESS, and NETX360.
  • Manage back-office functions, optimize cash accounts, and contribute to seamless onboarding of new clients.
  • Drive behind-the-scenes tasks, showcasing expertise in complex investment structures and enhancing operational efficiency.
  • Played a pivotal role in a long-term project upgrading fee-paying clients, actively participating in 'pitch' meetings and paperwork preparation.
  • Successfully managed multiple workflows, doubling adviser's revenue through efficient project execution.

Family Wealth Analyst/Associate

Dixon Advisory
02.2015 - 10.2021

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Family Wealth Analyst/Associate | Dixon Advisory

Previous Position Start Date - Previous Position End Date

  • Supported multiple Financial Advisors in delivering comprehensive financial and investment advice for private wealth clients.
  • Specialized in high-pressure capital raisings and deal execution, contributing to successful outcomes in a dynamic financial landscape.
  • Played a key role in the meticulous execution of trades, both domestic and international, ensuring precision and efficiency.
  • Collaborated in crafting bespoke investment strategies tailored to high net worth individuals' financial goals and risk profiles.
  • Demonstrated adaptability and resilience while balancing demanding responsibilities with university studies.

VFL Player

Essendon Football Club
01.2015 - 12.2017
  • Contributed as a key player in the VFL squad, actively pursuing a position in the AFL through a commitment to high-performance standards.
  • Operated in a professional and disciplined environment, embodying values of diligence, hard work, and dedication to elevate personal and team performance.
  • Successfully balanced rigorous training demands and match commitments, showcasing adaptability and resilience in a highly competitive sporting landscape.
  • Demonstrated commitment beyond regular hours, engaging in significant extracurricular activities to enhance skills and contribute to team success.

General Labourer

Thompson & Redwood
12.2012 - 11.2013
  • Operated in a physically demanding role at Thompson & Redwood, contributing to the production of affordable and nutritionally balanced stock feed for the horse and agricultural industries.
  • Engaged in challenging factory work involving the production of chaff and feed, showcasing resilience in hot and dry conditions.
  • Successfully managed the demands of a demanding job while concurrently pursuing university studies, demonstrating exceptional time management and dedication.
  • Contributed to the efficient production of quality stock feed, embodying a strong work ethic and commitment to excellence.
  • Improved worksite safety by consistently adhering to established protocols and regulations.

Manufacturing Assistant

Supagolf
12.2012 - 11.2013
  • Oversaw the production and quality control of Supagolf equipment, including balls and clubs, ensuring the highest standards in manufacturing.
  • Demonstrated efficiency and attention to detail in managing the manufacturing process, contributing to the overall quality and reliability of the Supagolf products.
  • Successfully balanced the responsibilities of the role while pursuing university studies, showcasing adaptability and dedication to personal and professional growth.

Education

Graduate Diploma of Financial Planning - Financial Plannng

Kaplan
Online
11.2022

Bachelor of Arts - Literary Studies

Monash University
Melbourne
05.2019

Bachelor of Business - Economics & Business Strategy

Monash University
Melbourne
05.2019

RG146 - Securities And Managed Investments Accreditation

Western Sydney University
Online
12.2018

High School Diploma -

Guildford Grammar School
Perth
12.2012

Skills

  • Investment Management: Diverse asset class expertise, including Shares, Real Assets, Foreign Exchange, and Alternative Investments
  • ESG Integration: Specialized in incorporating Environmental, Social, and Governance (ESG) factors into investment strategies
  • Trade Execution: Proficient in executing trades across platforms like HUB24, XPlore, IRESS, and NETX360
  • Portfolio Construction: Skillful in crafting tailored portfolios to optimize risk and return profiles
  • Research Distribution: Dissemination of comprehensive research, covering 140 ASX stocks and multifactor ESG Ratings
  • Client Relationship Management: Engaging and managing both retail and wholesale clients, building enduring trust-based relationships
  • Regulatory Compliance: FASEA and ASIC RG146 accredited, ensuring adherence to regulatory standards
  • Cross-Functional Collaboration: Collaborates seamlessly with Financial Advisers for cohesive team dynamics
  • Technology Proficiency: Familiarity with financial planning software and CRM systems for operational efficiency
  • Effective Communication: Clear and concise communication for effective client interactions and presentations
  • Problem Solving & Analytics: Strong analytical skills for navigating complex financial landscapes and providing tailored solutions
  • Leadership & Collaboration: Contributes to team success through leadership and effective collaboration
  • Networking: Establishes and leverages networks to enhance opportunities and stay updated on industry trends
  • Strategic Financial Advice: Provides strategic advice, covering areas like liquidity events, succession planning, and retirement planning
  • Performance Monitoring

Affiliations

  • Melbourne Cricket Club

Certification

  • FASEA Exam, 2023
  • Professional Year, 2023
  • Financial Advisers Register, 2023

Timeline

Senior Associate

Evans And Partners
10.2021 - Current

Family Wealth Analyst/Associate

Dixon Advisory
02.2015 - 10.2021

VFL Player

Essendon Football Club
01.2015 - 12.2017

General Labourer

Thompson & Redwood
12.2012 - 11.2013

Manufacturing Assistant

Supagolf
12.2012 - 11.2013

Graduate Diploma of Financial Planning - Financial Plannng

Kaplan

Bachelor of Arts - Literary Studies

Monash University

Bachelor of Business - Economics & Business Strategy

Monash University

RG146 - Securities And Managed Investments Accreditation

Western Sydney University

High School Diploma -

Guildford Grammar School
Charles Lill